1.Monitors deal stage changes
Integrate Pipedrive and CRM context tools to watch deal stage changes and pull deal, person, and organization context.
Add invoiced customers to feedback contact list promptly
Automatically monitor deal stage changes across Pipedrive and trigger feedback contact updates when deal enters invoiced stage, deal stage changes, or invoiced stage updates—so you can keep survey targeting accurate. Create and update contacts in Trustmary and add them to the configured feedback list without manual survey targeting.
How this automation adds survey-ready feedback contacts
When deal stage changes to the configured invoiced stage, delayed contact updates can cause missed post-sale responses. This automation filters qualifying deals, finds or creates the person in Pipedrive, and creates or updates the contact in Trustmary—so your team can target surveys faster.
Pipedriveor swap with your favorite app
2.Filters for invoiced deals
Integrate Filter by Zapier and rule engines to continue only when deals move into the configured invoiced stage.
Filter by Zapieror swap with your favorite app
3.Finds or prepares person details
Integrate Pipedrive and contact lookup tools to find the person by email and prepare details for contact creation.
4.Creates or updates feedback contact
Integrate Trustmary and survey targeting tools to create or update the contact and add them to the feedback list.
Confianzaor swap with your favorite app
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